Value Green Strategy

Responsible investing

With our Value Green strategy, you invest in companies that meet high sustainability standards in addition to our modern value investing criteria.

20,000€ / 50,000€

Minimum investment amount
(depending on custodian bank)

1,2% / 1,5% p.a.

All-In Fee
(depending on custodian bank)

10%

Performance Fee
(High Water Mark Principle)

Individual shares and bond ETFs

Sustainable asset accumulation made easy

Our Value Green strategy offers you the opportunity to build assets responsibly and with the highest sustainability standards in mind.

Our sustainable portfolios contain 25-35 individual stocks of companies that we select according to modern value investing principles and that meet environmental, social and governance requirements according to ESG criteria.

The portfolios are supplemented with three ESG-compliant bond ETFs.

estably performance esg

Fundamentally strong companies

No renunciation of performance

Sustainable investing does not mean having to make a trade-off between a good conscience and strong performance. Studies show that companies with a higher ESG score on a fundamental level (sales growth, margin potential, etc.) perform better on average than others. This fact benefits our long-term investment strategy.

How the ESG score works

The ESG rating was created to evaluate companies with regard to their sustainability efforts. The concept of sustainability covers not only environmental aspects, but also includes the focal points of “social” and “corporate governance”.

Environmental
(Environment)

Social
(Social)

Governance
(Corporate governance)

You determine your risk

Five risk classes are available within the Value Green strategy. These differ in their respective share or bond proportion. Cannot make up your mind?  During our registration process, we will suggest a suitable portfolio based on your knowledge and risk tolerance.
Conservative

Value
Green 20

Shares
20%
Bonds
80%
Long-term preservation of real assets with small fluctuations
Defensive

Value
Green 40

Shares
40%
Bonds
60%

Long-term asset growth with moderate fluctuations

Balanced

Value
Green 60

Shares
60%
Bonds
40%
Greater growth in the long term with medium fluctuations
Dynamic

Value
Green 80

Shares
80%
Bonds
20%
Significant long-term growth with major fluctuations
Offensive

Value
Green 100

Shares
100%
Bonds
0%
Strong long-term growth with major fluctuations
Conservative

Value Green 20

Long-term protection of real assets with small fluctuations
Defensive

Value Green 40

Long-term asset growth with moderate fluctuations
Balanced

Value Green 60

Greater growth in the long term with medium fluctuations
Dynamic

Value Green 80

Significant long-term growth with major fluctuations
Offensive

Value Green 100

Strong long-term growth with major fluctuations

At a glance

Value Green Strategy